-49.3%
CRDF vs VT
+23.4%
-72.6%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | 0.0% |
| 7D | +9.1% | +0.1% | +9.0% | +8.8% |
| 30D | +16.1% | +0.8% | +15.3% | +14.2% |
| 3M | -22.9% | +2.8% | -25.6% | -27.2% |
| 6M | -42.9% | +13.0% | -55.8% | -54.2% |
| YTD | -61.6% | +15.4% | -76.9% | -71.3% |
| All | -49.3% | +23.4% | -72.6% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling